Family Office Services

We work closely with our client’s specialists (accountants, lawyers, tax advisors, real estate specialists…) and thanks to our expertise and know how we collaborate and liaise with an extensive and highly qualified network of service providers around the globe. Based on a best-in-class philosophy we review this network on a continual basis.

Our fields of operation:

• Legal & Fiscal Advisory / Jurisdiction

• Real Estate

• Inheritance

• Art

• Leisure

• Corporate

• Ship & Aviation Finance and Transport

• Relocation

• Concierge Services

Wealth Management

We offer you two types of wealth management mandates: discretionary and advisory.

Advisory Mandate. In a complex and ever changing financial environment, we will assist you in developing your individual portfolio allocation and investment strategy, making sure your orders are implemented correctly and efficiently. We provide you with regular portfolio analysis (consolidated asset reporting), risk management and independent investment ideas. We believe customized advice and services should be delivered by tenured professionals who are personally familiar with client’s needs and objectives. You will take advantage of our fees negotiation and we will monitor the agreed fee schedules on a permanent basis. Let’s grow together, side by side.

Discretionary Mandate. Our main objective is to preserve the long-term assets, while continuing to exploit investment opportunities. You can delegate the day-to-day management of your assets to us. We will understand your needs and objectives, your return expectations and your risk carrying capacity. Taking into consideration also other numerous factors such as the amount of your assets, your reference currency, your liquidity needs and your horizon, we will formulate your investment strategy. Our product selection is independent and free of sales objectives. Open architecture research platform ensures access to the best managers and we are not tied to in-house managed funds or products. We will actively manage your assets through a custodian bank of your choice. In term of fees negotiation, you will benefit from our strong position. We regularly inform you about the performance of your portfolio.

Custodian Banks. We will support you with the selection process of your custodian bank. In today’s world the right depositary bank is an important added value. We will show you which custodian bank is the most suitable for your investment profile and targets.